Takeaways from ViaSat CEO Dankberg’s May 17 investor conference remarks:— LEO constellations: ‘I don’t understand OneWeb/SpaceX. Few care about latency.’ — ViaSat-2: 100-200 Mbps for residential users, wireless model in Lat Am. — 6-month penalty vs Hughes’s Jupiter-2 will evaporate in 6 months. — Gogo’s 2Ku service is ‘just an antenna. The issue is satellite capacity.’ — A prospective ban on laptops on commercial flights won’t materially damage larger IFC market.
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